See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,088 | $106,890+18.9% | $84,015+51.3% | $152,861-16.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.13% | 104.99%-88.9pp | 71.31%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $37,000 | $2,734+1253.2% | $1,983+1765.4% | $4,762+676.9% |
| Participant deferral / active EE | $22,000 | $4,011+448.4% | $3,239+579.3% | $5,850+276.1% |
| Admin fee / account holder | $1,930 | $8,285-76.7% | $6,101-68.4% | $11,596-83.4% |